Handelsbanken Insights Economic Update

Sonia Rothwell is joined by UK Chief Economist James Sproule , and Head of Forecasting Johan Löf to discuss the Bank of England rates decision, UK trade deals with India and the US plus the breaking news about a tariffs deal between the US and China. Rate us and subscribe wherever you listen.

In our weekly podcast, James Sproule and Daniel Mahoney dive into some of the first UK data since #Trumptariffs were announced, to see if their impact on business and consumer confidence is showing. 🗽 They also ask if US domestic pressures might reign in President Trump's ambitions. Listen and subscribe on your favourite podcast app.

On an extended edition of our regular podcast, Cameron Willard from our Capital Markets team joins Sonia Rothwell and Daniel Mahoney to take stock of the markets fallout from President Trump's tariff diplomacy. And Dan explains how an unusual Saturday session of Parliament is linked to economic resilience. Rate us and subscribe wherever you're listening. Sign up to our daily Market Wrap up...

Our economics experts James Sproule, Johan Löf and Daniel Mahoney share their insights to help you understand how markets are dealing with President Trump's tariff diplomacy and what could be the impact. 📍 Subscribe and rate us wherever you're listening.

James Sproule and Daniel Mahoney pick out the most eye-catching announcements from the Chancellor's Spring Statement, and James takes a look at housing affordability and commercial property yields. Subscribe and rate us wherever you're listening.

James Sproule joins Daniel Mahoney to look at the choices and data facing Chancellor Rachel Reeves as she prepares to deliver her first Spring Statement. Plus, our Head of Forecasting Johan Löf joins Dan and James to explain how countries are responding to President Trump's tariffs, and sifts through some of the data to figure out their impact on business and consumer sentiment in the US. All...

The Bank of England votes this week on whether to move interest rates, however most analysts are expecting it to hold base rate at 4.5%. Handelsbanken's UK Chief Economist James Sproule joins Daniel Mahoney to explain what this and other recent data means for Rachel Reeves' options as we count down to the Spring Statement, and James rounds up relevant economic news from the US. All in under 15 min...

James Sproule and Daniel Mahoney have the latest on the fallout from President Trump's developing trade tariff strategy, plus where is UK business confidence at - according to CFOs? And James looks at what the latest global demographic data shows and how it could affect the UK economy. All wrapped up in under 15 minutes. Listen, rate and subscribe on your favourite podcast app.

On this week's episode with James Sproule. Daniel Mahoney looks at why the Bank of England's raised its forecast for inflation, and our Head of Forecasting Johan Löf joins the pod to explain why President Trump's call for more European defence spending will affect Chancellor Rachel Reeves' choices for the Spring Statement. All in under 15 minutes.

James Sproule and Daniel Mahoney look across the continent to discuss what the results of Germany's elections mean for Europe's economic powerhouse. James takes an in-depth look at prospects for commercial property. And Cameron Willard from our Capital Markets team joins the pod for a preview of the latest Rate Wrap newsletter. All in under 15 minutes. You can subscribe to the Rate Wrap he...

This week, as well as giving their thoughts on the latest UK productivity figures, the team takes an in-depth look at trends in the commercial property sector including the effects working from home continues to have. All in under 15 minutes - please listen and rate us 🤝

On this week's slightly longer than usual episode, Daniel Mahoney , James Sproule and Johan Löf dig into the Bank of England's latest rate decision, President Trump's trade tariff diplomacy and the potential impact, and James has a roundup of news from the UK housing market. Like this podcast? Please leave us a review wherever you're listening.

It's time for the first interest rates decision of 2025, what does our UK Chief Economist James Sproule predict will happen? Plus, he shares data showing how the UK's housing supply compares to other countries - and why it matters. All in under 15 minutes.

Our Global Head of Forecasting Johan Löf joins the podcast this week to tell us what's in the latest Handelsbanken Global Macro Forecast. Daniel Mahoney is also on hand to discuss the week's economic data, and Jasmine Crabb is here to share what's in January's Rate Wrap newsletter. All in under 15 minutes. You can subscribe to the Rate Wrap here: https://handelsbanken-markets.co.uk/p/4UF2-5QU/sign...

Our economics team of James Sproule and Daniel Mahoney look at the economic backdrop driving our predictions in Handelsbanken's upcoming Global Macro Forecast report, plus James explains what's behind private residential rent levels. Please subscribe and rate us wherever you're listening.

James Sproule and Daniel Mahoney give their insights into what caused last week's drama in the UK bond market and what it means for the Chancellor's plans in her March statement. And James explains how the October budget is affecting the value of prime property in the countryside.

🎇 On the first podcast of 2025, we look at business confidence, whether crypto's moment has come with the Trump presidency, and ask if the latest government mortgages data signals a positive start to the year? All in under 15 minutes.

In our last episode of 2024, the team predicts an economically subdued new year and reveals how many interest rate cuts we could see in 2025. All in under 15 minutes. Rate and subscribe wherever you listen, and have a wonderful Christmas and New Year 🎄

What does our UK Chief Economist James Sproule think will happen to house prices in 2025? Plus, what are the trends in levels of UK business investment? Rate and subscribe wherever you're listening.

James Sproule talks to Daniel Mahoney about business' response to the Budget. Plus, Dan explains why there's some positive news for the UK housing market from the mortgage approval figures. And our Head of Forecasting, Johan Löf , looks at the economy President Trump will inherit next year. All in under 15 minutes. Rate us wherever you're listening.

⏮ If you remember the late 1980s you'll remember that was the last time we had the kind of inflation that we've had in the past few years in the UK. On a special edition of our podcast, we look at what's driven inflation spikes historically, how governments have tried to wrangle it and why your rate of inflation might be different from someone else's. Plus, we get a preview of what's in this month...

On Handelsbanken Insights this week with Sonia Rothwell and Daniel Mahoney. The Chancellor's hotly-anticipated speech at the Mansion House revealed more detail on Rachel Reeves' plans for the UK economy - was it as downbeat an outlook as the headlines might suggest? Plus, GDP slightly underwhelmed but is Dan concerned? Looking further afield, how does the UK economy compare with our neighbours in...

Following the results of the US election, this week James Sproule and Daniel Mahoney look at how Donald Trump will approach trade deals compared with his predecessor. Plus, alongside the latest cut in interest rates the Bank of England offered a gloomier outlook for growth, James digs into the data. Finally, James reveals what his analysis of commercial property shows about the direction of yields...

Chancellor Rachel Reeves delivered Labour’s first Budget since 2010, and the first one ever delivered by a female chancellor. James Sproule and Daniel Mahoney have pulled together some of the most important announcements to explain what the Budget shows about the government’s plans for the UK economy over the next Parliament. All in under 15 minutes. Why not review us wherever you're listening?

In a special episode of the podcast, our UK Chief Economist James Sproule is joined by our Head of Forecasting, Johan Löf to discuss the impact next week's US elections could have on the global - and UK - economic outlook. From the threat of blanket global tariffs to more benign outcomes, they unpick what could be the consequences of the November 5 vote. All in under 15 minutes. Listen and subscri...